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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,292 | $113,941+20.5% | $94,228+45.7% | $125,388+9.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.88% | 5.29%-7.2pp | 10.68%-12.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,646 | $4,727-22.9% | $3,587+1.7% | $4,866-25.1% |
| Participant deferral / active EE | $7,689 | $5,179+48.5% | $4,320+78.0% | $5,352+43.7% |
| Admin fee / account holder | $17 | $8,392-99.8% | $6,269-99.7% | $9,541-99.8% |